Filed March 7, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,928 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,793 | $77,660+80.0% | $109,143+28.1% | $79,386+76.1% |
| Participation rate | 75.0% | 67.8%+7.2pp | 75.9%-0.9pp | 70.7%+4.3pp |
| Annual return | 13.41% | 23.44%-10.0pp | 25.75%-12.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $4,048 | $2,797+44.7% | $3,722+8.7% | $2,427+66.7% |
| Participant deferral / active EE | $8,422 | $3,518+139.4% | $4,653+81.0% | $4,046+108.2% |
| Admin fee / account holder | $175 | $732-76.1% | $6,752-97.4% | $626-72.1% |